Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Irma? Claim Your ProfileIrma Deluna has been in the financial services industry since July 18, 1997 and has experience at several firms, including Merrill Lynch, Pierce, Fenner & Smith Incorporated, First Republic Securities Company, LLC, Wells Fargo Investments, LLC, Credit Suisse Securities (USA) LLC, Wachovia Securities, LLC, Citigroup Global Markets Inc., and Morgan Stanley DW Inc. Currently, Irma Deluna is a registered representative of J.P. Morgan Securities LLC. Irma Deluna specializes in providing financial planning, pension consulting, selection of other advisors, and portfolio management for businesses and individuals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
CA
05/10/2024 - Present
J.p. Morgan Securities LLC (LOS ANGELES CA)
CA
08/11/2011 - 05/13/2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LOS ANGELES CA)
CA
06/30/2017 - 07/13/2017
FIRST REPUBLIC SECURITIES COMPANY, LLC (LOS ANGELES CA)
CA
03/10/2010 - 01/07/2011
WELLS FARGO INVESTMENTS, LLC (EL SEGUNDO CA)
CA
10/16/2008 - 03/23/2010
CREDIT SUISSE SECURITIES (USA) LLC (LOS ANGELES CA)
CA
02/24/2006 - 02/27/2008
WACHOVIA SECURITIES, LLC (LOS ANGELES CA)
CA
03/10/2003 - 03/08/2006
CITIGROUP GLOBAL MARKETS INC. (LOS ANGELES CA)
NY
04/19/1996 - 02/27/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
BC
Issued 05/16/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/18/1996
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Irma Deluna is the right advisor for you? Invested Better is here to help.
